Elliot is an Investment Manager with Truist. He offers clients more than 15 years of Investment Management experience working with high-net-worth families on strategic and tactical asset allocation, portfolio construction, and monitoring of progress towards their financial goals.
Elliot holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations and has previously served as board member and President of CFA Society SC. In his spare time, Elliot enjoys traveling and golf.
Investment Adviser Representative, Truist Advisory Services, Inc.
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